Honasa Consumer hisseleri düşüşe devam ediyor: Blok işleminde yaklaşık 643 crore değerinde işlem kaydedildi

Kısaca

Honasa Consumer hisseleri gün içi en düşük seviyeye kadar düştü; yaklaşık Rs 643 crore değerinde blok işleminden sonra hareketler izlendi Peak XV Partners Investments VI, Sequoia Capital Global Growth Fund III ve Redwood Trust’in yaklaşık 8,9 milyon hisse teklif ettiği belirtiliyor; Jefferies tek bookrunner oldu Q1 FY27’de en yüksek kârı, Rs 90 crore; gelir Rs 756 crore olarak kaydedildi; 2026-31 dönemi gelir hedefi Rs 5.500 crore olarak paylaşıldı

Ana mesele

Honasa Consumer’da blok işleminden sonra hisseler düştü; yaklaşık Rs 643 crore büyüklüğünde işlem yapıldı

Ne değişti?

Blok işlemine konu taraflar ve toplam değer netleşti; yatırımcı akışı güncellendi

Beni nasıl etkiler?

Yatırımcı güveni zayıflayabilir ve kısa vadede talep baskısı oluşabilir

Ne oldu?

Blok işleminde yaklaşık Rs 643 crore değerinde pay el değiştirdi; hisse düşüşü izlendi

Neden şimdi?

Blok işlemine karşı taraflar ve kurumsal yatırımcı aktörleri öne çıktı

Neden önemli?

Şirketin büyüme görünümü ve kârlılık taahhütleri yatırımcı güvenini etkileyebilir

Kimler etkileniyor?

• Yatırımcılar
• Hissedarlar
• Piyasa analistleri

Sektör ve piyasa etkisi

Tüketici ürünleri ve perakende hisselerinde kısa vadeli volatiliteye yol açabilir

Riskler

• Blok işleminden sonra kısa vadede satış baskısı devam edebilir
• Genişleyen maliyetler veya rekabet baskısı etkileyebilir

Takip edilmesi gerekenler

• Q2 ve yıl sonu finansal sonuçları
• Tasarruf, marj ve gelir büyüme yönleri
• Düşüş eğiliminin sürekliliği

Haberin tamamı

Shares of Mamaearth parent Honasa Consumer declined as much as 5% to the day’s low of Rs 445 on the BSE on Tuesday after 1.4 crore shares worth Rs 643 crore changed hands in a block deal.According to media reports, Peak XV Partners Investments VI, Sequoia Capital Global Growth Fund III and Redwood Trust reportedly offered about 8.9 million shares at Rs 450 apiece, with Jefferies acting as the sole bookrunner.

The Economic Times could not independently verify the buyers and sellers in the transaction.As of the June quarter, promoter entities held a 35.47% stake in the company, while public shareholders owned the remaining 64.53%, according to stock exchange data.

Among public shareholders, Peak XV Partners Investments VI held a 14.8% stake, while Sequoia Capital Global Growth Fund III - US/India held a 3.44% stake.Honasa Consumer Q1 resultsIn Q1 FY27, the company reported its highest-ever consolidated profit after tax (PAT) of Rs 90 crore, up 116.5% year-on-year (YoY).Revenue from operations also hit a record Rs 756 crore, marking a 27% YoY increase from Rs 595 crore in Q1 FY26.

Earnings before interest, taxes, depreciation and amortisation (EBITDA) surged 140.7% YoY to Rs 110 crore from Rs 46 crore, while the EBITDA margin expanded to 14.6% from 7.7% in the year-ago period.Honasa Consumer outlookThe company has set a revenue target of Rs 5,500 crore by FY31, implying a CAGR of about 18% between FY26 and FY31.

Mamaearth is expected to remain the key growth driver, with revenue projected to cross Rs 2,000 crore by FY31, while The Derma Co is expected to contribute nearly Rs 1,500 crore.The company also plans to build at least two more brands with revenue of Rs 500 crore each across its portfolio, according to an investor presentation.

Its other brands include Aqualogica, BBlunt, Dr Sheth’s and Reginald Men.Honasa aims to expand its EBITDA margin to 15% by achieving a 500-basis-point improvement through a stronger presence in higher-margin channels and categories, along with benefits from scale and operating efficiencies.Disclaimer: This article has been written by Veer Sharma, who is not a SEBI-registered Research Analyst or an Investment Adviser.

Veer Sharma and his ‘relative(s)’ (as defined under Section 2(77) of the Companies Act, 2013) do not hold any financial interest in the companies mentioned in this article as of the date of publication. The views/recommendations mentioned in this article, wherever applicable, are those of the respective SEBI-registered Research Analyst/brokerage and have been reproduced/reported with due attribution.

They should not be construed as the views or recommendations of The Economic Times Digital or the journalist. Readers are advised to consider the original research report and make their investment decisions based on their own assessment. Brokerage disclaimers here.

Kaynaklar

• Economic Times - Markets